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Client Experience Specialist

External
insbrk logoInsbrk · Grapevine, TX
Full-timeOn-site3w ago
ExcelRisk Management
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Responsibilities

  • Complete all incoming services tasks (as assigned to the CES-I role within the group) accurately and in a timely manner.
  • Assist the universities for adding students, deleting students, making any status changes, etc.
  • Assist the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc.
  • Group service ticket queue monitoring, tracking and completing (tickets within queue).
  • Emergency adds of students who were left off original file, not been sent to us yet, etc.
  • Processing and reconciling of payments received from the universities.
  • Assist the carriers and TPA's with questions, such as dates and coverage periods.
  • Reconciling of Invoices and Discrepancy reports; sending invoices to schools; monitoring payments.
  • Assist accountant with monthly payments that are sent to carriers and schools.
  • Successful Candidate Will Have
  • Bachelor's Degree (preferred)
  • Previous customer service and data entry experience preferred
  • PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook
  • Accounting or health insurance experience a plus
  • Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .

Benefits

Health insuranceVision insurance

Additional Information

Under direct supervision, this position is responsible for ensuring all functions regarding set-up, waivers, eligibility, enrollment and customer care are completed. This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies.


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